See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,529 | $73,867+34.7% | $143,757-30.8% | $68,494+45.3% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -19.55% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $10,962 | $3,184+244.3% | $4,951+121.4% | $2,596+322.2% |
| Participant deferral / active EE | $7,534 | $3,384+122.6% | $5,637+33.6% | $4,027+87.1% |
| Admin fee / account holder | $518 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |